ZISHI Marks 13 Years of Chartered Wealth Manager Outperformance

10 September 2025 – ZISHI, a CISI Premier Training Partner and leading provider of financial services training, confirms another year of outstanding Chartered Wealth Manager (CWM) results, extending its unprecedented run of 13 consecutive years outperforming CISI national averages across all three units. 

Chartered Wealth Manager Exam Results 2025 

In Summer 2025, ZISHI students achieved:  

• 72% pass rate in Financial Markets (FM) compared to the CISI average of 54%
• 71% in Portfolio Construction Theory (PCT) versus 63%
• 75% in Applied Wealth Management (AWM) compared to 69% nationally 

Beyond pass rates, ZISHI candidates secured:

• Half of all merits in FM and PCT and  
• Half of all distinctions in AWM. 

Exceptional By Any Measure 

A record of sustained success for over a decade is unprecedented. For employers, this consistency means certainty that investment in staff training pays back in reduced resits, faster qualification and earlier impact in client relationships.  

With an outstanding NPS score of 87 and 4.9* rating for overall effectiveness, it’s clear to see why firms return to ZISHI for wealth management training.  

For candidates, ZISHI’s support provides clarity, confidence and a demonstrable edge in achieving success first time. Indeed, one Summer 2025 student lauds “ZISHI has been central to me passing my CWM exams, I don’t think I could have done it without [the trainers].”   

Leadership Commentary 

Danny Langley, CEO of ZISHI, commented: 

“Our results confirm ZISHI’s position as the premier training provider for wealth management professionals. Firms trust us because our programmes deliver tangible returns on training investment, while individuals gain the confidence, support and practical skills to succeed first time. Thirteen consecutive years of outperforming national averages is a testament to our world-class tutors and our unwavering student-first approach.” 

Graham McConkey, Head of Regulatory & Compliance Services at ZISHI, added: 

“We know the CWM syllabus is demanding, so our priority is breaking it down into clear, structured learning. Through small class sizes, personalised resources and exam-focused preparation we ensure our candidates not only pass but thrive. This year’s results show once again that ZISHI students are better prepared, more confident and more successful.” 

Student Reviews Highlight Impact 

Feedback from participant reinforces the success and impact of ZISHI’s programmes.

“I highly recommend ZISHI for additional help in studying for their CWM qualification. Their tutors are fantastic and the supporting material was the cornerstone of my revision.” – Student, Summer 2025 

 

“The trainer explained complex things in a simplified way – very patient and super helpful.” – Student, Summer 2025

 

“I couldn’t recommend ZISHI highly enough, my experience on the course was fantastic. It really helped to break down the challenging concepts and gave really important pointers on exam technique.” – Student, Winter 2024

 

“I had an excellent experience with ZISHI’s training programme for the financial markets exam. The comprehensive materials and expert support provided were instrumental in helping me understand complex concepts and feel confident on exam day.” –  Student, Winter 2024

For more information on the Chartered Wealth Manager qualification, visit ZISHI’s CWM programme page or contact info@thezishi.com to secure your place.

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